We are live on ! Find out more
WELL icon

Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
CT
851
Chicago Trust
Illinois
$421K +$389K +2,365 New
WS
852
Wedbush Securities
California
$421K +$35.7K +217 +10%
GSEP
853
Golden State Equity Partners
California
$421K +$25K +152 +7%
MSFS
854
Main Street Financial Solutions
Pennsylvania
$416K +$384K +2,334 New
MMA
855
Miracle Mile Advisors
California
$414K +$74.6K +454 +24%
Caisse de Depot et Placement du Quebec (CDPQ)
856
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$412K +$104K +634 +38%
SCP
857
Sivia Capital Partners
California
$411K +$65.4K +398 +21%
PS
858
Planned Solutions
California
$411K
MIM
859
MTM Investment Management
South Carolina
$410K
AWA
860
AGH Wealth Advisors
Kansas
$409K +$5.75K +35 +2%
RCA
861
Resonant Capital Advisors
Wisconsin
$406K +$48K +292 +15%
BPFA
862
Barnes Pettey Financial Advisors
Mississippi
$406K +$374K +2,277 New
VA
863
VestGen Advisors
Illinois
$405K +$118K +717 +46%
AO
864
Advisor OS
Illinois
$400K +$369K +2,246 New
SL
865
Sentinus LLC
Illinois
$399K +$368K +2,238 New
TWP
866
Triad Wealth Partners
Kansas
$398K +$22.4K +136 +6%
TCA
867
Transcend Capital Advisors
New Jersey
$396K +$123K +748 +51%
PAS
868
Parsonex Advisory Services
Colorado
$396K
ZBNA
869
Zions Bancorporation, National Association
Utah
$395K +$101K +612 +38%
BFC
870
Blue Fin Capital
Rhode Island
$391K -$2.3K -14 -0.6%
PPA
871
Painted Porch Advisors
California
$391K +$1.15K +7 +0.3%
SWM
872
Shelton Wealth Management
Texas
$391K +$1.64K +10 +0.5%
PK
873
Pflug Koory
Nebraska
$390K
CAMG
874
CWA Asset Management Group
Florida
$386K +$44.5K +271 +14%
CI
875
Cambiar Investors
Colorado
$386K -$28.6K -174 -7%